Cavalier Investments’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,700
| Closed | -$1.78M | – | 154 |
|
|
2017
Q2 | $1.78M | Hold |
16,700
| – | – | 0.99% | 17 |
|
|
2017
Q1 | $1.78M | Buy |
16,700
+1,200
| +8% | +$128K | 1% | 17 |
|
|
2016
Q4 | $1.52M | Sell |
15,500
-5,200
| -25% | -$511K | 0.98% | 11 |
|
|
2016
Q3 | $2.01M | Buy |
20,700
+11,500
| +125% | +$1.12M | 1.22% | 12 |
|
|
2016
Q2 | $1M | Buy |
+9,200
| New | +$1M | 0.59% | 34 |
|